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Salesforce

3,066 hedge funds and large institutions have $260B invested in Salesforce in 2024 Q4 according to their latest regulatory filings, with 580 funds opening new positions, 1,182 increasing their positions, 1,021 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,066
Holders Change
+442
Holders Change %
+16.84%
% of All Funds
40.81%
Holding in Top 10
131
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+79.45%
% of All Funds
1.74%
New
580
Increased
1,182
Reduced
1,021
Closed
87
Calls
$7.3B
Puts
$7.36B
Net Calls
-$59.6M
Net Calls Change
-$5.79M
Name Holding Trade Value Shares
Change
Shares
Change %
BFF
2551
Byrne Financial Freedom
Massachusetts
$286K +$286K +856 New
AIM
2552
Arcadia Investment Management
Michigan
$286K
CAM
2553
CenterStar Asset Management
Illinois
$285K -$18K -54 -6%
DCM
2554
DGS Capital Management
New Jersey
$285K +$285K +852 New
DIP
2555
DT Investment Partners
Pennsylvania
$285K +$15K +45 +6%
BCG
2556
Breakwater Capital Group
New Jersey
$285K
IA
2557
Intellus Advisors
Florida
$284K +$284K +850 New
TWPM
2558
Total Wealth Planning & Management
Florida
$284K +$284K +850 New
CWM
2559
Challenger Wealth Management
California
$284K +$284K +848 New
GWM
2560
Gray Wealth Management
Maine
$283K +$2.34K +7 +0.8%
HWA
2561
Heritage Wealth Advisors
Virginia
$283K -$76.6K -229 -21%
CM
2562
Cercano Management
Washington
$282K +$282K +844 New
WTA
2563
Washington Trust Advisors
Massachusetts
$282K -$29.4K -88 -9%
WPW
2564
Warther Private Wealth
Ohio
$282K -$24.7K -74 -8%
GSIS
2565
Global Strategic Investment Solutions
Arizona
$282K -$33.1K -99 -11%
WDL
2566
Well Done LLC
Michigan
$281K
BAS
2567
Brueske Advisory Services
Washington
$281K +$281K +839 New
CCA
2568
Carrera Capital Advisors
Michigan
$280K +$24.8K +74 +10%
AG
2569
Algert Global
California
$280K +$280K +837 New
OFW
2570
Omnia Family Wealth
Florida
$280K +$9.37K +28 +3%
IDBONY
2571
Israel Discount Bank of New York
New York
$280K -$15.4K -46 -5%
KSWWM
2572
Keyes Stange & Wooten Wealth Management
Florida
$280K -$9.03K -27 -3%
SW
2573
SkyOak Wealth
Michigan
$280K
AWA
2574
Archvest Wealth Advisors
California
$280K
AA
2575
Auxano Advisors
Washington
$279K +$279K +835 New